Journals in Cimplico Workpapers function as they traditionally do in accounting - for instance, they can be used to:
Record end-of-year adjustments.
Move transactions between accounts.
Fix errors in the trial balance.
However, using journals directly in Cimplico Workpapers offers several advantages over making adjustments directly in your client’s ledger.
Why use journals in Cimplico Workpapers?
Whether your trial balance comes from a connected ledger (like Xero) or a CSV import, journals in Cimplico Workpapers help you manage adjustments more cleanly.
Control who can post journals (e.g. preparers draft, reviewers/approvers post)
Keep client data separate from your adjustments
Use draft journals to check impact before posting
Where to view journals
Journals page: See every journal for the workpaper in one place
Within worksheets: See the journals impacting a specific worksheet while you’re working
